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Tax Guides
Investment Strategies
Wealth Planning
Financial Products
Giovanni Medeiros
Giovanni Medeiros
Posts by Giovanni Medeiros
Engage heirs early in your financial education plan
07/02/2025
Learn when you need to file a Schedule C for business income
07/02/2025
Get mortgage pre-approval to speed up the home buying process
06/26/2025
Open a joint account with clear spending rules in place
06/23/2025
Keep track of documentation for all itemized deductions
06/20/2025
Include real estate planning in your net worth allocation
06/18/2025
Design income streams for predictable future cash flow
06/16/2025
Build emergency savings in a separate high-interest account
06/14/2025
Avoid underpayment penalties by adjusting your withholding
06/13/2025
Choose a variable annuity for more flexible retirement options
06/12/2025
Factor in dividends when calculating total return
06/11/2025
Understand how state taxes differ from federal rules
06/10/2025
Separate business assets from personal holdings clearly
06/10/2025
Track mileage and travel expenses if you freelance or consult
06/04/2025
Incorporate municipal bonds to reduce tax exposure
06/01/2025
Contribute to a traditional IRA to lower taxable income
05/31/2025
Research robo-advisors to automate your long-term strategy
05/29/2025
Use flexible spending accounts before year-end deadlines
05/26/2025
Avoid overconcentration by checking correlation across holdings
05/26/2025
Buy treasury bills as a low-risk short-term investment
05/24/2025
A line of credit offers flexibility for unexpected expenses
05/13/2025
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